# Ironvine Capital Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730478. Source: https://holderbook.com/funds/1730478-ironvine-capital-partners-llc/

- Reported value: $1.1B
- Positions: 56
- Weight of the ten largest: 51.2%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $78.0M | 327,318 | 7.3% | 31 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $63.4M | 245,819 | 5.9% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $57.7M | 154,673 | 5.4% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $57.1M | 166,436 | 5.3% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $57.0M | 161,317 | 5.3% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $56.0M | 141,087 | 5.2% | 30 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $52.2M | 191,825 | 4.9% | 14 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $49.1M | 98,081 | 4.6% | 31 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $39.8M | 119,841 | 3.7% | 22 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $39.3M | 96,397 | 3.7% | 31 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $38.6M | 85,200 | 3.6% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $34.9M | 83,943 | 3.3% | 18 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $31.6M | 66,236 | 2.9% | 17 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $31.0M | 61,788 | 2.9% | 30 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $30.5M | 59,464 | 2.8% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $28.1M | 146,651 | 2.6% | 28 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $27.7M | 49,129 | 2.6% | 5 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $25.3M | 274,802 | 2.4% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $25.3M | 27,040 | 2.4% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $24.9M | 113,004 | 2.3% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $24.4M | 33,703 | 2.3% | 8 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $22.2M | 144,159 | 2.1% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $16.1M | 91,478 | 1.5% | 6 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $15.3M | 54,819 | 1.4% | 9 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $15.3M | 7,696 | 1.4% | 4 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $12.1M | 33,868 | 1.1% | 26 |
| SUNBELT RENTALS HOLDINGS INC | [SUNB](https://holderbook.com/stocks/SUNB/) | $10.6M | 141,545 | 1.0% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $10.5M | 47,276 | 1.0% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $10.1M | 30,971 | 0.9% | 31 |
| BROWN & BROWN INC | [BRO](https://holderbook.com/stocks/BRO/) | $10.1M | 157,805 | 0.9% | 4 |
| DOLLAR TREE INC | [DLTR](https://holderbook.com/stocks/DLTR/) | $10.1M | 83,330 | 0.9% | 30 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $10.0M | 34,046 | 0.9% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $9.7M | 43,534 | 0.9% | 1 |
| WATSCO INC | [WSO](https://holderbook.com/stocks/WSO/) | $9.3M | 22,295 | 0.9% | 5 |
| COSTAR GROUP INC | [CSGP](https://holderbook.com/stocks/CSGP/) | $8.3M | 294,475 | 0.8% | 25 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.6M | 22,936 | 0.6% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $4.8M | 49,751 | 0.4% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $4.3M | 76,179 | 0.4% | 31 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $3.4M | 19,079 | 0.3% | 7 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.2M | 3,531 | 0.2% | 9 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.4M | 3,900 | 0.1% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.3M | 14,037 | 0.1% | 31 |
| BOSTON OMAHA CORP | [BOC](https://holderbook.com/stocks/BOC/) | $1.2M | 89,758 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $772.7K | 1,125 | 0.1% | 22 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $724.4K | 4,940 | 0.1% | 31 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $693.5K | 6,100 | 0.1% | 31 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $665.5K | 13,200 | 0.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $663.5K | 4,900 | 0.1% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $582.6K | 3,850 | 0.1% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $399.7K | 16,600 | 0.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $374.0K | 1,869 | 0.0% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $360.4K | 2,459 | 0.0% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $325.7K | 6,441 | 0.0% | 21 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $260.9K | 226 | 0.0% | 1 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $220.4K | 1,075 | 0.0% | 25 |
| SKY HARBOUR GROUP CORPORATIO | [SKYHWS](https://holderbook.com/stocks/SKYHWS/) | $27.6K | 60,000 | 0.0% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.2% | +14.8% | -2.6% | 100% |
| Q1 2026 | -8.0% | -4.6% | -3.3% | 100% |
| Q4 2025 | +2.5% | +2.4% | +0.1% | 100% |
| Q3 2025 | +4.2% | +7.8% | -3.6% | 100% |
| Q2 2025 | +6.0% | +10.5% | -4.4% | 100% |
| Q1 2025 | -0.7% | -4.6% | +3.8% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.6% | 100% |
| Q3 2024 | +4.4% | +5.4% | -1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.1B | 56 |
| Q1 2026 | $909.8M | 55 |
| Q4 2025 | $999.0M | 53 |
| Q3 2025 | $1.0B | 53 |
| Q2 2025 | $965.0M | 51 |
| Q1 2025 | $921.1M | 50 |
| Q4 2024 | $933.3M | 47 |
| Q3 2024 | $931.5M | 47 |
| Q2 2024 | $913.0M | 46 |
| Q1 2024 | $911.9M | 45 |
| Q4 2023 | $833.8M | 44 |
| Q3 2023 | $779.4M | 44 |